Clearview Wealth Advisors’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Clearview Wealth Advisors’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-670	Closed	-$67K	–	312
2023 Q2	$67K	Hold	670	–	–	0.07%	178
2023 Q1	$67.1K	Sell	670 -87	-11%	-$8.69K	0.07%	177
2022 Q4	$75.5K	Sell	757 -343	-31%	-$34.2K	0.06%	138
2022 Q3	$110K	Sell	1,100 -180	-14%	-$18K	0.09%	105
2022 Q2	$128K	Sell	1,280 -370	-22%	-$37K	0.1%	104
2022 Q1	$165K	Sell	1,650 -3,360	-67%	-$336K	0.11%	94
2021 Q4	$501K	Sell	5,010 -1,520	-23%	-$152K	0.31%	68
2021 Q3	$654K	Sell	6,530 -510	-7%	-$51K	0.41%	54
2021 Q2	$705K	Sell	7,040 -260	-4%	-$26K	0.44%	51
2021 Q1	$731K	Sell	7,300 -810	-10%	-$81.1K	0.47%	47
2020 Q4	$812K	Buy	+8,110	New	+$812K	0.55%	41

Other funds holding GBIL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clearview Wealth Advisors's GBIL Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q3 2023, closing a stake of 670 shares — an estimated $67K sold.

Clearview Wealth Advisors first reported a position in GBIL in Q4 2020 and held it in 11 quarters. The position peaked at $812K in Q4 2020. 309 funds tracked by Wall St. Rank hold GBIL as of Q3 2023.

Clearview Wealth Advisors reported no remaining Goldman Sachs Access Treasury 0-1 Year ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 670 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2023, an estimated $67K.
Clearview Wealth Advisors first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $812K in Q4 2020.
309 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.